2019-03-06T19:26:39-06:00 2018-04-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 20005 JAMES D SPRATT JR TREASURER 2026848460 2019-03-06 1 ELIZABETH HELLER P00397829 2022932200 72.66.106.201 2019-03-06 19:26:36 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2017 2019-02-21 02:37:17Z L HENRY GISSEL JR 901 15TH STREET NW NO 525 WASHINGTON DC 20005 357014 0 X WWW.ACTECFOUNDATION.ORG X 2011 DE TO SUPPORT THE EDUCATIONAL AND OTHER CHARITABLE ACTIVITIES OF THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL AND ITS FELLOWS BY SUPPORTING EFFORTS TO IMPROVE THE LAW, OUR PRACTICE, OUR PROFESSION AND COMMUNITIES. 38 38 0 38 0 0 129388 203972 0 1688 90915 151054 0 300 220303 357014 159430 92281 0 0 0 0 0 0 2166 75070 104856 234500 197137 -14197 159877 1732538 1924691 157448 191889 1575090 1732802 X THE ACTEC FOUNDATION PROMOTES: (A) SCHOLARSHIP AND EDUCATION IN TRUST, ESTATE, TAX AND RELATED AREAS OF THE LAW BY SUPPORTING SCHOLARSHIP TO IMPROVE THE LAW AND BY ENCOURAGING TEACHING, CAREERS AND LIFE-LONG LEARNING IN THE AREA; AND (B) CIVIC ENGAGEMENT OF INDIVIDUAL FELLOWS OF THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL THROUGH PROGRAMS AND ACTIVITIES WHICH SERVE THE GENERAL COMMUNITY, INCLUDING THOSE WHO ARE AT RISK AND UNDERSERVED. 0 0 102281 92281 1688 SCHOLARSHIP AND EDUCATION IN TRUST, ESTATE, TAX, AND RELATED AREAS OF THE LAW BY SUPPORTING SCHOLARSHIP TO IMPROVE THE LAW AND BY ENCOURAGING TEACHING CAREERS AND LIFE-LONG LEARNING IN THE AREAS; AND CIVIC ENGAGEMENT OF INDIVIDUAL FELLOWS THROUGH PROGRAMS AND ACTIVITIES WHICH SERVE THE GENERAL COMMUNITY, INCLUDING THOSE WHO ARE AT RISK AND UNDERSERVED. 102281 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVID DIEDRICH 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 20005 L HENRY GISSEL JR PRESIDENT 5.00 0.00 X X 0 0 0 JAMES M MADDOX VICE PRESIDENT 5.00 0.00 X X 0 0 0 JAMES D SPRATT JR TREASURER 5.00 10.00 X X 0 0 0 JUDITH W MCCUE SECRETARY 5.00 0.00 X X 0 0 0 SUSAN L ABBOTT DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN R AKERS DIRECTOR 2.00 10.00 X 0 0 0 ELAINE M BUCHER DIRECTOR 2.00 2.00 X 0 0 0 ANN B BURNS DIRECTOR 2.00 10.00 X 0 0 0 STEPHANIE B CASTEEL DIRECTOR 2.00 0.00 X 0 0 0 P DANIEL DONOHUE DIRECTOR 2.00 0.00 X 0 0 0 ERIK DRYBURGH DIRECTOR 2.00 0.00 X 0 0 0 DAVID M ENGLISH DIRECTOR 2.00 0.00 X 0 0 0 CHARLES D FOX IV DIRECTOR 2.00 20.00 X 0 0 0 THERON E FRY DIRECTOR 2.00 0.00 X 0 0 0 THOMAS P GALLANIS DIRECTOR 2.00 0.00 X 0 0 0 SUSAN N GARY DIRECTOR 2.00 0.00 X 0 0 0 ROBERT W GOLDMAN DIRECTOR 2.00 10.00 X 0 0 0 LYNNE K GREEN DIRECTOR 2.00 2.00 X 0 0 0 JOSEPH G HODGES JR DIRECTOR 2.00 0.00 X 0 0 0 SUSAN T HOUSE DIRECTOR 2.00 2.00 X 0 0 0 CHRISTOPHER B HUNT DIRECTOR 2.00 0.00 X 0 0 0 C KEVIN MCCRINDLE DIRECTOR 2.00 2.00 X 0 0 0 BARRY A NELSON DIRECTOR 2.00 0.00 X 0 0 0 JOHN T ROGERS JR DIRECTOR 2.00 0.00 X 0 0 0 JOSHUA S RUBENSTEIN DIRECTOR 2.00 0.00 X 0 0 0 MARGARET E W SAGER DIRECTOR 2.00 2.00 X 0 0 0 KATHLEEN R SHERBY DIRECTOR 2.00 0.00 X 0 0 0 ROBERT E TEMMERMAN JR DIRECTOR 2.00 2.00 X 0 0 0 JOHN A TERRILL II DIRECTOR 2.00 10.00 X 0 0 0 MELISSA J WILLMS DIRECTOR 2.00 0.00 X 0 0 0 RICHARD D WOODS DIRECTOR 2.00 0.00 X 0 0 0 HENRY CHRISTENSEN III DIRECTOR 2.00 0.00 X 0 0 0 MICKEY R DAVIS DIRECTOR 2.00 2.00 X 0 0 0 CYNTHIA G LAMAR-HART DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM P LAPIANA DIRECTOR 2.00 0.00 X 0 0 0 PETER T MOTT DIRECTOR 2.00 2.00 X 0 0 0 CYNDA C OTTAWAY DIRECTOR 2.00 2.00 X 0 0 0 MARGARET VAN HOUTEN DIRECTOR 2.00 2.00 X 0 0 0 DEBORAH O MCKINNON EXECUTIVE DIRECTOR 5.00 50.00 X 24545 245455 23803 BRENDAN MCGINN FINANCE DIRECTOR 5.00 50.00 X 11344 113442 11629 35889 358897 35432 0 0 1 0 0 44288 159684 203972 PUBLICATION 900099 1688 1688 1688 37693 37693 113361 0 113361 113361 113361 0 44288 0 0 OTHER INCOME 900099 300 300 300 357014 1688 0 151354 82781 82781 9500 9500 12020 12020 18822 18822 28531 26365 2166 1852 1852 20880 20880 6187 6187 HONORARIUM 10000 10000 TAXES AND LICENSES 6564 6564 197137 102281 92690 2166 123026 180558 17150 0 0 7931 24324 14130 5593 10194 1586769 1726008 1732538 1924691 2887 10 131223 188222 23338 3657 157448 191889 X 1279800 1424359 22117 34720 273173 273723 1575090 1732802 1732538 1924691 159877 -2165 0 X X 0 1 X 1 0 X 164006 151055 108604 129388 203972 757025 164006 151055 108604 129388 203972 757025 45000 5000 11700 83075 144775 0 45000 5000 11700 83075 144775 612250 13605 21201 27379 32075 37693 131953 13605 21201 27379 32075 37693 131953 300 300 177611 172256 135983 161463 241965 889278 0.68850 0.77150 0.14840 0.12960 X PART III, LINE 12: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. 295290 550 22603 10000 308443 254565 3750 36975 295290 275974 3600 -1630 23379 254565 264298 1525 20522 10371 275974 262298 2000 264298 0.88740 0.11260 0 0 24324 14130 10194 10194 DUE TO ACTEC 3657 3657 546886 -2165 210859 208694 338192 18822 18822 357014 389174 210859 210859 178315 18822 18822 197137 CHARITY BIKE RIDE 44288 44288 44288 44288 1 HOFSTRA UNIVERSITY 121 HOFSTRA UNIVERSITY ROOM 248 HEMPSTEAD NY 11549 111630906 501C3 10000 STUDENT EDITORIAL BOARD UNIVERSITY OF FLORIDA PO BOX 117001 GAINESVILLE FL 32611 596002052 501C3 15000 EMPIRICAL STUDY ON WILLS UNIVERSITY OF OREGON 1595 E 13TH AVE EUGENE OR 97403 464727800 501C3 16500 WILLS FOR THE UNDERSERVED 3 0 MARY MOERS WENIG STUDENT WRITING COMPETITION 5 9500 PART I, LINE 2: ORGANIZATION RECEIVES REPORT FROM THE GRANTEES AT THE ORGANIZATON'S ANNUAL MEETING, AS WELL AS RECEIVES COPIES OF ANY OUTPUT FROM THE GRANT (PUBLICATIONS, PAPERS, ETC.). X X X 0 0 0 0 0 0 0 0 0 DEBORAH O MCKINNON EXECUTIVE DIRECTOR 22727 227273 1818 18182 0 0 1227 12273 1043 10428 26815 268156 0 0 PART I, LINE 3 THE FOUNDATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY ACTEC, A RELATED ORGANIZATION. ACTEC USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL INCLUDE THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER AND THE CHAIR OF THE GRANTS COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD, EXCEPT AS OTHERWISE LIMITED IN THE FOUNDATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 2 JOHN A. TERRILL II AND MARGARET E.W. SAGER - BUSINESS RELATIONSHIP MICKEY R. DAVIS AND MELISSA J. WILLMS - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND A DESIGNATED BOARD MEMBER. PRIOR TO FILING, A COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PUT ITS CONFLICT OF INTEREST POLICY INTO PLACE IN THE FALL OF 2010. OPERATIONALLY, THE ORGANIZATION HAS CHECKS AND BALANCES TO MONITOR THE CONFLICT OF INTEREST POLICY TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL 901 15TH STREET NW SUITE 525 WASHINGTON DC 20005 274395855 DEVELOPING QUALIFIED TRUST AND ESTATE COUNSELORS. DE 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0